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GeoWatch
Essential technology and geopolitical news recap.
Essential technology and geopolitical news recap, GeoWatch, focuses on the tech supply chain, providing effortless insights.

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IN THE NEWS
Monday 14 October 2024
European carmakers descend on Paris to showcase low-cost EVs
Europe's biggest automakers have long used the Paris auto show to trot out fresh designs and new technologies. This year, there's a different theme: price.
Monday 14 October 2024
TSMC plans more chip plants in Europe, Taiwan official says
Taiwan Semiconductor Manufacturing Co. is planning more plants in Europe with a focus on the market for artificial intelligence chips, according to a senior Taiwanese official, as...
Monday 14 October 2024
Countering China's asymmetric strategy from demand side of supply chain resilience
At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously...
Monday 14 October 2024
China's push for chip tool independence faces talent shortage, innovation choke points
China's semiconductor equipment industry is grappling with a crisis of involution, fueled by geopolitical tensions and domestic pressures.
Monday 14 October 2024
From phones to EVs: Foxconn doubles down on China's Zhengzhou investments
In response to geopolitical shifts and evolving client demands, Foxconn has been investing heavily in manufacturing expansion across Vietnam, India, and Mexico. Meanwhile, its recent...
Monday 14 October 2024
US-sanctioned Hikvision reportedly undergoing layoff in RD department
Hikvision, a leading global manufacturer of security equipment provider sanctioned by the US, has been reported to be implementing large-scale layoffs. However, the company has denied...
Monday 14 October 2024
Malaysia's IC design industry faces talent shortages and competition in pursuit of growth
Malaysia's local assembly and testing industry has evolved into a mature ecosystem that extends beyond Penang. However, the country is experiencing growing concerns about upgrading...
Monday 14 October 2024
How Japan's three arrows plan to revive its chipmaking industry
Similar to Abenomics' three arrows over a decade ago, Japan is now introducing three initiatives aimed at reversing the decline in its semiconductor industry. Professor Kuroda Tadayoshi...
Monday 14 October 2024
LG's two-pronged transformation strategy: Deepening AI integration and expanding appliance rental services
LG Electronics is transforming from a consumer electronics company into a comprehensive smart living solutions provider.
Monday 14 October 2024
Renesas sets ambitions expansion target in India
Renesas India aims to double its workforce by 2025, aligning with India's self-reliance goals in electronics. The company plans to generate over 10% of its revenue from India by 2030,...
Monday 14 October 2024
ASML CEO: Asia to lead global semiconductor manufacturing for years ahead
The US and European semiconductor industries are seeing major investments, yet ASML CEO Christophe Fouquet noted that Asia's semiconductor production capacity is expanding more rapidly...
Monday 14 October 2024
Irrational rush to build AI data centers in China raises concerns
As Chinese tech giants intensify their investments in large language models (LLMs), the demand for AI computing power has surged, leading to a frenzy of AI data center construction...
Monday 14 October 2024
China's lithography progress: Promising but limited
China has made notable progress in lithography technology, but its new machine still lags behind the most advanced global technologies. While this development is significant, it's...
Monday 14 October 2024
Samsung reportedly lowers HBM production target by 10%; reassigns R&D personnel to boost competitiveness
Samsung Electronics (Samsung) has confirmed delays in high bandwidth memory (HBM) supply, leading to a downward adjustment of its production target for 2025. To enhance semiconductor...
Monday 14 October 2024
China controls 80% of lithium battery materials market, Japanese firms seek opportunities
China's growing market share in electric vehicles (EVs) and automotive lithium-ion batteries has propelled its dominance in lithium-ion battery materials.